Personal Finance

The Hype Continues: Our Robo Advice Startup Story

29 Mar , 2016  

Coming Soon! =)

Investing,Personal Finance,Retirement,Tips & Tricks

Planning For Retirement in Your Fifties

18 Mar , 2016  

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You might have had a well-meaning grandparent tell you in your 20s that you should start to save for retirement, but you were having too much fun to do that.  Then in your 30s you had a young family to care for and a house to buy, so your money was all spoken for.  But […]

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Investing,Personal Finance,Retirement

The 5 Biggest Retirement Planning Mistakes You Can Make

18 Mar , 2016  

Retirement

Many people want to plan for their retirement, but they either don’t know how to get started or they are starting to plan and are afraid they will make a mistake.  This is why retaining a retirement planner is important, because he or she will help steer clients through the maze and help them realise both […]

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Investing,Personal Finance,Shares

Is It Really All China’s Fault?

4 Mar , 2016  

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The Australian market got off to a rocky start in 2016 and much of the blame was placed on China. A government devaluation of China’s currency, combined with a sharp decline of China’s share market, sent shock waves around international investment markets and triggered a belief that this was ‘proof’ of a ‘hard landing’ in […]

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Cashflow & Budgeting,Personal Finance,Tips & Tricks

Postpone Your Purchases To Better Your Financial Future

1 Mar , 2016  

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From an early age, many of us are taught to wait for the reward while putting in work and patience, making the end result all the sweeter. This is the practice of delaying gratification, yet many of us nowadays have lost sight of its benefit. People now are in massive debt because they have not […]

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Investing,Personal Finance,Shares,Tips & Tricks

How To Establish An Investment Portfolio

28 Feb , 2016  

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If you are looking for a way to invest your money, why not consider building a share portfolio? The name itself may sound intimidating; however, there are plenty of tools to get you started into accelerating wealth creation. Depending on your investment goals and your knowledge of trading shares, your first step will be to […]

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Investing,Personal Finance,Retirement

Four Things to Consider When Investing For Retirement

18 Feb , 2016  

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Learning about investing is always a great idea, and never more so than when you are getting close to retiring.  It feels like there are so many terms that don’t always mean what you think they should.  But beyond that is the actual process of investing and planning.  So what are the main things you […]

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Mortgages & Loans,Personal Finance

How To Make A Fixed Rate Home Loan Work For You

18 Feb , 2016  

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On the back of lenders’ decision to independently raise variable rate home loans last October and growing uncertainty around what the RBA will do with the official cash rate this year, there has been a resurgence of demand for fixed rates among mortgage holders. If you want a little extra security when it comes to […]

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Mortgages & Loans,Personal Finance,Portfolio Management,Property

February Market Update

7 Feb , 2016  

market update

We’re already in February (where did 2015 go?) and the economy is already looking a little unsettled. Admittedly, it can be quite a struggle to wrap your head around the changing marketplace, but that’s exactly why we’ve created this wrap-up. Let’s have a look at the key recent changes in the property market.   Speculation […]

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Personal Finance,Retirement,Superannuation

5 Steps You Must Take Within 5 Years of Retirement

28 Jan , 2016  

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If you are closing in on retirement, first of all, don’t panic.  Second, congratulations – you’ve worked hard to get here. When you are five years away from retiring, there are a few things you need to do to shore up your retirement planning.  Let’s look at five of those things and what you need […]

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Legal,Personal Finance,Trusts, Wills & Estates

Estate Planning in 2016

26 Jan , 2016  

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The start of the new year is the perfect time to think about the future and get your affairs in order particularly if your circumstances have changed. An estate plan helps you structure your financial affairs, not only for yourself during your lifetime but also for those dearest to you when you’re no longer here. […]

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Personal Finance,Personal Insurance,Tax,Tips & Tricks

When Are Insurance Premiums Tax Deductible

22 Jan , 2016  

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Life insurance is actually not just one policy but an expansive term referring to life cover, income protection, trauma insurance, and total and permanent disability. When you are approaching tax time, it will depend on what kind of cover you have if you are able to claim a tax deduction on your premium. If you […]

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